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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Jeff Lido, CFP®

 

(800) 345-4783

About Jeff

Jeff actively learns what is most important to people to better help him build and implement personalized financial plans for them. As a financial adviser, his goal is to put clients on a path toward the future they want. To help clients get there, he provides comprehensive wealth management services such as investment portfolio management, estate planning, retirement planning and tax planning.

Before joining Advance Capital, Jeff managed a small communications firm. He has earned the CERTIFIED FINANCIAL PLANNER™ designation.

Jeff received a BBA from Western Michigan University. He is a member of the Financial Planning Association of Michigan.

Connect with Jeff on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BBA from Western Michigan University

ADVISER Q+A

Were there any particular learning experiences that prepared you for this role?

Describe a typical day for you.

Describe the importance of client education in your process.

What do you find most rewarding about your work?

FUN FACT!

Jeff found a love for exploration at an early age. He has been an avid scuba diver since he was 12 years old. This may help explain his determination to get to the bottom of people’s financial problems.